| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley H. Owens LJI Wealth Management, LLC | 1.71M | $19.96M | $19.48M | -$475,640.63 | -2.38% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,614 | $174,880.42 | $166,453.46 | -$8,426.96 | -4.82% |
Joshua Stipcich Tidemark, LLC | 14,609 | $173,605.05 | $166,396.51 | -$7,208.54 | -4.15% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 56 | $639.98 | $637.84 | -$2.14 | -0.33% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 11,000 | $121,330 | $125,290 | $3,960 | 3.26% |
| HWP Highline Wealth Partners LLC Highline Wealth Partners LLC | 250 | $2,878 | $2,847.5 | -$30.5 | -1.06% |
| HS Heather Scully NWF Advisory Services Inc. | 650,045 | $7.45M | $7.4M | -$42,440.66 | -0.57% |
| AK Avi Kantor Certior Financial Group LLC | 13,988 | $161,141.65 | $159,323.32 | -$1,818.33 | -1.13% |
| AGI Ameriflex Group Inc. Ameriflex Group Inc. | 97 | $1,070 | $1,104.83 | $34.83 | 3.25% |
| WWL Winnow Wealth LLC Winnow Wealth LLC | 1 | $12 | $11.39 | -$0.61 | -5.08% |